CA
Clearstead Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Buy |
156,097
+2,846
| +2% | +$408K | 0.31% | 68 |
|
|
2025
Q1 | $25.6M | Buy |
153,251
+5,404
| +4% | +$904K | 0.4% | 54 |
|
|
2024
Q4 | $21.4M | Buy |
147,847
+804
| +0.5% | +$116K | 0.32% | 71 |
|
|
2024
Q3 | $21.7M | Buy |
147,043
+2,713
| +2% | +$400K | 0.34% | 61 |
|
|
2024
Q2 | $22.6M | Buy |
144,330
+106,916
| +286% | +$16.7M | 0.39% | 53 |
|
|
2024
Q1 | $6.16M | Buy |
37,414
+2,038
| +6% | +$335K | 0.3% | 67 |
|
|
2023
Q4 | $5.28M | Sell |
35,376
-46,086
| -57% | -$6.87M | 0.28% | 75 |
|
|
2023
Q3 | $13.7M | Buy |
81,462
+45,838
| +129% | +$7.73M | 0.4% | 55 |
|
|
2023
Q2 | $5.61M | Buy |
35,624
+5,062
| +17% | +$796K | 0.34% | 57 |
|
|
2023
Q1 | $4.99M | Sell |
30,562
-2,826
| -8% | -$461K | 0.36% | 62 |
|
|
2022
Q4 | $5.99M | Buy |
33,388
+2,337
| +8% | +$419K | 0.47% | 45 |
|
|
2022
Q3 | $4.46M | Sell |
31,051
-6,727
| -18% | -$966K | 0.41% | 53 |
|
|
2022
Q2 | $5.47M | Buy |
37,778
+1,977
| +6% | +$286K | 0.43% | 53 |
|
|
2022
Q1 | $5.83M | Sell |
35,801
-303
| -0.8% | -$49.3K | 0.4% | 53 |
|
|
2021
Q4 | $4.24M | Buy |
36,104
+661
| +2% | +$77.6K | 0.29% | 69 |
|
|
2021
Q3 | $3.6M | Sell |
35,443
-735
| -2% | -$74.6K | 0.27% | 74 |
|
|
2021
Q2 | $3.79M | Buy |
36,178
+1,023
| +3% | +$107K | 0.29% | 69 |
|
|
2021
Q1 | $3.68M | Sell |
35,155
-1,906
| -5% | -$200K | 0.31% | 65 |
|
|
2020
Q4 | $3.13M | Buy |
37,061
+1,981
| +6% | +$167K | 0.28% | 69 |
|
|
2020
Q3 | $2.53M | Buy |
35,080
+560
| +2% | +$40.3K | 0.27% | 75 |
|
|
2020
Q2 | $3.08M | Buy |
34,520
+1,675
| +5% | +$149K | 0.36% | 61 |
|
|
2020
Q1 | $2.38M | Sell |
32,845
-6,839
| -17% | -$496K | 0.35% | 60 |
|
|
2019
Q4 | $4.78M | Buy |
39,684
+259
| +0.7% | +$31.2K | 0.58% | 42 |
|
|
2019
Q3 | $4.68M | Sell |
39,425
-828
| -2% | -$98.2K | 0.63% | 38 |
|
|
2019
Q2 | $5.01M | Sell |
40,253
-1,042
| -3% | -$130K | 0.67% | 38 |
|
|
2019
Q1 | $5.09M | Sell |
41,295
-1,853
| -4% | -$228K | 0.7% | 36 |
|
|
2018
Q4 | $4.69M | Buy |
43,148
+1,012
| +2% | +$110K | 0.73% | 33 |
|
|
2018
Q3 | $5.15M | Buy |
42,136
+1,385
| +3% | +$169K | 0.71% | 26 |
|
|
2018
Q2 | $5.15M | Sell |
40,751
-4,051
| -9% | -$512K | 0.73% | 26 |
|
|
2018
Q1 | $5.11M | Buy |
44,802
+7,288
| +19% | +$831K | 0.74% | 26 |
|
|
2017
Q4 | $4.7M | Sell |
37,514
-9,884
| -21% | -$1.24M | 0.64% | 34 |
|
|
2017
Q3 | $5.57M | Buy |
47,398
+7,362
| +18% | +$865K | 0.73% | 27 |
|
|
2017
Q2 | $4.18M | Buy |
40,036
+1,313
| +3% | +$137K | 0.61% | 36 |
|
|
2017
Q1 | $4.16M | Buy |
38,723
+1,799
| +5% | +$193K | 0.6% | 37 |
|
|
2016
Q4 | $4.35M | Buy |
+36,924
| New | +$4.35M | 0.7% | 28 |
|